Heritage Investment Group, Inc.
Position in IBB — iShares Biotechnology ETF
CIK 1876811
POMPANO BEACH, FL
Position in IBB
as of Mar 31, 2026
· filed May 1, 2026
Position Value
$451,673
+$214 QoQ
Shares Held
2,675
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.61%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
18 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in IBB Over Time
Shares Held
Position Value (USD)
All Filings in IBB
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $451,673 | 2,675 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $451,459 | 2,675 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $386,189 | 2,675 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $338,414 | 2,675 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $342,132 | 2,675 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $353,661 | 2,675 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $389,480 | 2,675 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $367,170 | 2,675 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $367,063 | 2,675 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $363,398 | 2,675 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $327,125 | 2,675 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $339,618 | 2,675 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $345,503 | 2,675 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $351,200 | 2,675 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $312,868 | 2,675 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $314,660 | 2,675 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $612,410 | 4,700 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $717,314 | 4,700 | Shares | Sole | 2022-02-09 | |
| No filing history on record for this holder in this stock. | ||||||